Bollard Group LLC increased its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 1,747.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,589 shares of the company’s stock after acquiring an additional 1,503 shares during the quarter. Bollard Group LLC’s holdings in GE Aerospace were worth $489,000 as of its most recent SEC filing.
Other hedge funds have also bought and sold shares of the company. Blueline Advisors LLC bought a new stake in GE Aerospace during the fourth quarter worth $25,000. Ankerstar Wealth LLC bought a new stake in GE Aerospace during the fourth quarter worth $31,000. Tucker Asset Management LLC bought a new stake in GE Aerospace during the fourth quarter worth $32,000. Abich Financial Wealth Management LLC bought a new stake in GE Aerospace during the third quarter worth $32,000. Finally, Redmont Wealth Advisors LLC bought a new stake in GE Aerospace during the third quarter worth $36,000. 74.77% of the stock is currently owned by institutional investors.
Key Headlines Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace announced plans to invest $1 billion in U.S. manufacturing, a move that signals confidence in long-term demand and could support capacity, jobs, and future engine production. GE Aerospace Plans $1B US Investments
- Positive Sentiment: Brokerage coverage remains supportive, with GE Aerospace receiving an average rating of “Moderate Buy”, reinforcing the market’s constructive view on earnings and execution. GE Aerospace (NYSE:GE) Given Average Rating of “Moderate Buy” by Brokerages
- Neutral Sentiment: GE Aerospace added Microsoft AI executive Judson Althoff to its board, a governance and strategy-related move that could help strengthen its digital and AI capabilities over time. GE Aerospace adds Microsoft AI leader to board
- Neutral Sentiment: Several articles referenced GE Aerospace in the context of the SpaceX IPO and broader aerospace industry comparisons. These headlines highlight how GE remains a key benchmark in aerospace, but they do not directly change its fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
- Negative Sentiment: News that the Air India crash report is being delayed because GE engine analysis is still pending could keep some headline risk around the company’s engine business until more clarity is provided. GE engine review delays final Air India crash report ahead of first anniversary
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same quarter in the prior year, the business earned $1.49 earnings per share. GE Aerospace’s revenue for the quarter was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts forecast that GE Aerospace will post 7.48 EPS for the current year.
Analysts Set New Price Targets
A number of brokerages recently commented on GE. Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Wells Fargo & Company started coverage on GE Aerospace in a report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 price target on the stock. BNP Paribas Exane dropped their price objective on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research note on Thursday, May 14th. President Capital dropped their price objective on GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Finally, Citigroup dropped their price objective on GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $348.22.
Check Out Our Latest Stock Report on GE Aerospace
GE Aerospace Company Profile
GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.
Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.
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